Integrating Tax Planning into the wealth management process is imperative to achieve optimal results. Virtually every aspect of a client’s plan involves taxes.

CPAs generally provide reactive filing rather than proactive strategy. Advisors generally avoid tax advice and planning out of compliance, competence, or both.

This has left a chasm between the financial planning and tax preparation worlds, and created a need many clients value yet are unable to resolve.

My goal is to provide excellent tax-smart financial advice that aligns to Biblical advice and challenges clients to consider what is most important to them.